Hellobee Boards Topic: How did you pick the 529 Plan for your child?

Hellobee Boards Topic: How did you pick the 529 Plan for your child? https://boards.hellobee.com/ Pregnancy, Baby and Parenting blog, by Hellobee en Mon, 11 May 2026 19:23:12 +0000 JCCovi on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2864322 Tue, 01 Jan 2019 16:44:45 +0000 JCCovi 2864322@https://boards.hellobee.com/ We also just researched on the internet and ended up with Utah. There are no tax benefits in our state. Shantuck on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863851 Fri, 28 Dec 2018 14:31:08 +0000 Shantuck 2863851@https://boards.hellobee.com/ We're not in Utah but we have the Utah plan. My husband did a fair amount of research when we opened it up six years ago. Anagram on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863847 Fri, 28 Dec 2018 14:23:19 +0000 Anagram 2863847@https://boards.hellobee.com/ We have the NY plan, because it's well-rated and has low fees. Our state plan is also rated terribly, so the choice was easy. And in the low event we ever move to the NY side of the tri-state area, we'll get a tax break for having a NY plan (on state taxes). DillonLion on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863806 Fri, 28 Dec 2018 10:55:10 +0000 DillonLion 2863806@https://boards.hellobee.com/ @psw27: same. Nevada psw27 on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863805 Fri, 28 Dec 2018 10:49:05 +0000 psw27 2863805@https://boards.hellobee.com/ We are in Nevada's plan. We do not live in Nevada. My DH works in finance and did the research and felt that was best. Mrs. Lemon-Lime on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863785 Fri, 28 Dec 2018 08:29:50 +0000 Mrs. Lemon-Lime 2863785@https://boards.hellobee.com/ Thanks, I have a better idea of what to do! My state’s plan is on the naughty list, @BadgerMom: so I’ll just do some research to find a plan that works for me. Adira on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863782 Fri, 28 Dec 2018 08:12:30 +0000 Adira 2863782@https://boards.hellobee.com/ We just put ours into our state's plan because that's what other people in my state and I've heard good things about it. According to the link @BadgerMom: posted, it's one of the best in the country, so that made me feel pretty confident in our choice. missyoori on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863781 Fri, 28 Dec 2018 08:08:20 +0000 missyoori 2863781@https://boards.hellobee.com/ I first looked at my state's plan along with my company's recommended plan (company is based in New York). I didn't feel like there was any particular benefit to New York's plan for me, though my company provided a lot of great webinars and tools for it. Ohio's plan is pretty good--low minimum, decent options, user-friendly website, and a state tax benefit for us. All of our 529's have been doing well, so I'm pleased with Ohio's 529. PurplePeony on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863754 Thu, 27 Dec 2018 22:43:45 +0000 PurplePeony 2863754@https://boards.hellobee.com/ There’s no tax benefit to us for having an in-state plan, and ours frankly isn’t very good (high fees and I’m not a big fan of the plan administrator or investment options). I wanted a plan administered by Vanguard and chose the NY plan because that was where I grew up/most of my family still lives. I figured family is more likely to put money in it if it’s familiar to them. The fees are low and I’ve been happy with it so far. BadgerMom on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863749 Thu, 27 Dec 2018 21:57:33 +0000 BadgerMom 2863749@https://boards.hellobee.com/ I followed Clark Howard’s advice, here: <a href="http://clark.com/education/clarks-529-plan-guide/" rel="nofollow">http://clark.com/education/clarks-529-plan-guide/</a> He basically guides you on whether your state plan is really beneficial or whether and if not, makes suggestions of his other favorite plans across the US. After looking at that we decided not to go with our state’s plan (WI) and to put our money in Utah’s instead. gotkimchi on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863747 Thu, 27 Dec 2018 21:29:07 +0000 gotkimchi 2863747@https://boards.hellobee.com/ We use our states plan as recommended by our financial advisor. Might move to Utah’s plan eventually but I think they have a $3000 minimum Mrs. Lemon-Lime on "How did you pick the 529 Plan for your child?" https://boards.hellobee.com/topic/how-did-you-pick-the-529-plan-for-your-child#post-2863744 Thu, 27 Dec 2018 20:53:38 +0000 Mrs. Lemon-Lime 2863744@https://boards.hellobee.com/ What plan do you have? How did you pick your plan?